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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

PVL

PVL 13F Investor Activity Report

Permianville Royalty Trust

-$159.6K

Net Activity

Institutions Holding

25

Popularity Rank

#7723

Avg Weight

0.05%

Total Value

$5.7M

Ownership Trend

25 institutions currently hold PVL, with 10 net buyers and 11 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

11

Net Buying Institutions

10

Key Holders

Key Holders

Top 5 by Value

Ashton Thomas Private Wealth, LLC

Pingora Partners LLC

McGowan Group Asset Management, Inc.

Citadel Advisors LLC

Susquehanna International Group, LLP

Top 5 by Conviction

Pingora Partners LLC

Ashton Thomas Private Wealth, LLC

McGowan Group Asset Management, Inc.

Diesslin Group, Inc.

Davis Wealth Advisors, LLC

View all 25 holding institutions

Quarterly Activity

Recent Activity

+$2.4M

Total Buy Value

$3.8M

Total Sell Value

New buy6

Trim7

Add4

Sold out4

10

Net Buyers

11

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-17

2026-07-17

AI summary pending

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding PERMIANVILLE ROYALTY TRUST (PVL)?

Major stakeholders currently include Ashton Thomas Private Wealth, LLC ($2.7M), Pingora Partners LLC ($2.0M), McGowan Group Asset Management, Inc. ($236.0K). Based on the latest 13F filings, there are a total of 25 tracked investment funds and institutions maintaining positions in PVL.

What is the overall institutional sentiment toward PVL recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $159.6K, driven by 10 managers accumulating shares while 11 reduced their exposure.

Which institutions have been selling or reducing their PVL positions?

In the latest period, 7 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $3.8M.

Are there any notable investors adding PVL to their portfolios?

Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.4M.

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